Web Form Attachments

Each Web Form contains the option in the footer section to add attachments. Select the Attach button to open the Web Form Attachments dialog. New documents or existing DO documents can be attached.  The user can upload, view, and remove multiple attachments. 

When a document is attached, the Attachments window shows a DO Document ID (Doc ID) number assigned by BusinessPlus, followed by the user's description of the file being attached.  The document is now saved in Documents Online and can be accessed or removed from DO by the administrator.

Once attached and submitted, the documents will be visible within the Workflow Task List under the Attachments tab. When the request is approved, the attachments will be accessible through Documents Online in the Administrative Console to advanced users, and viewable on the new destination record (GLBUBAUB, APOHBTUB, etc.).

Description: Enter up to 40 characters to describe the file being attached. This is a required field when using Browse to select a file.
File Name/Choose Document: Click "Browse…" to select the file to attach. The name of the file will populate the File Name field.
Attach Document: The Attach Document button is for use with the File Name field. After adding a description and selecting a file to attach, click "Attach Document."  A message appears confirming the file was attached. The attachment is assigned a Document ID number (system-generated), followed by the document's description; this information is visible in the "Attached Documents" section. If a request is rejected, the attached documents will still exist in DO.  Therefore, retain originals for personal records or until the request is approved. Once created and approved, the attachments will be accessible from the Administrative Console using the Doc ID number, or within the Attachments section of the corresponding BusinessPlus page.
DO Document ID: A field for typing a DO Document ID (Doc ID) number.  Every document created, scanned, uploaded into BusinessPlus is given Doc ID number and uploaded into Documents Online. If the user selects the "Attach Existing Document" button before typing a Doc ID, the user is warned that the Doc ID is a required field.
Attached Documents: Displays documents that have been selected to become an attachment within the request. 
View Attachment: Select the View Attachment icon to view the attachment in Document Viewer.  Changes to the document are not allowed in view mode.  If editing is needed, remove the attachment, make the necessary changes and save the file before attempting to re-attach it. 
Remove Attachment: Select the Remove Attachment icon to remove an attachment. The file is removed from the Attached Documents section. However, the file will still exist within Documents Online. Once a file is attached to a Web Form—whether pending approval or rejected—deletion will need to take place within the BusinessPlus Administrative Console. The Doc ID generated upon submission identifies the attachment to delete.
Close: After selecting attachments, click the Close button to return to the Web form. 

There are no indicators that the attachments are attached when looking at the particular Web Form being processed.  The user can click the Attach button in the footer again and see any attachments that will be accompanying the request after submission. Once the request with attachments is submitted and approved in Workflow, the attachments will remain within BusinessPlus and be accessible through the Administrative Console to advanced users.  Attachments are also available on the correlating BusinessPlus page, within the attachments section of the side menu; files will be listed by the description given when uploading the attachments.

Workflow Task List

Attachments are viewable to users designated to approve requests on the Workflow Task List page under the Attachments tab. The attachment can be viewed by selecting the Doc ID number which opens the attachment in a separate window.

Removing Attachments from Documents Online

To remove an attachment from Documents Online:

1. Identify the DO Doc ID number (the number that was given when the document was added to the Web Form request).
2. Open BusinessPlus Administrative Console > Documents Online > Export Documents.
3. Enter the Doc ID in the "Document ID" field in the Document Search Criteria section, then click "Search."
4. Select one of the options (blue text) from the bottom of the screen, then click "View Documents List." Select "Delete Documents (No Archive)" to permanently delete the document from DO.
5. Click the red X in next window to confirm deletion.